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Performance Advertising Under the SEC’s Marketing Rule

CFO News Room

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

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The False Face of SBF, FTX, and ESG

CFO News Room

In fact, the FTX situation more closely resembles the crisis at MF Global some years ago, which involved a proprietary trading division dipping into customer accounts to meet funding requirements. Tom Brady, Gisele Bunchen, Steph Curry, and other celebrities had advertising and marketing deals with the firm.

Economics 130
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130
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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!),

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PODCAST: Understanding Fundraising & Human Behavior

The Charity CFO

For more nonprofit accounting resources check out www.thecharitycfo.com. And helping organizations understand a little bit more about human behavior and maybe how that impacts fundraising and listen, I’m in the accounting world. Number one, they don’t usually have a really strong answer for it. Thanks for watching.

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Walmart+ And Amazon Prime Face Off As Consumers Decide Who Gets Their Business

PYMNTS

Today, grocery accounts for 56 percent of Walmart’s net sales, as spend in key retail sectors such as home furnishings, apparel, electronics, sporting goods and toys is consistently shifting Amazon’s way. Of that 17 percent with Walmart+, 15 percent are consumers who already had an Amazon Prime account and about 2 percent of them did not.

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Should Facebook Buy eBay?

PYMNTS

He advertised it as broken, set the starting bid at $1.00 million from Benchmark Capital and changed its name to eBay. So, eBay set in motion a number of things in an attempt to blunt the impact of these shifts and to bring new buyers and sellers into the mix. and watched the bidding frenzy begin: The pointer sold for $14.83.